Tax Director- PCS Morristown

2 weeks ago

Morristown NJ United States Marcum Search LLC Full time

CBIZ has been honored to be the recipient of several national recognitions for 2023:

  • Best and Brightest Companies to Work for in the Nation
  • Top Workplaces USA
  • Top Workplaces - Financial Services Industry
  • Best and Brightest Companies in Wellness
  • Great Place to Work Certification

Essential Functions and Primary Duties

We’re hiring for a Private Client Services Director to support our Morristown, NJ office. Responsibilities include and are not limited to the following:

  • Review of general bookkeeping for individuals, trusts, investment entities, family partnerships, operating companies and foundations without supervision.
  • Review of monthly and quarterly financial statements including client reporting packages and ad-hoc reports. Familiarity with both cash basis and accrual basis financial reporting.
  • Has basic knowledge of alternative investment accounting and ability to record contributions, distributions, K-1 income etc.
  • Ability to reconcile/record capital statement activity.
  • Review of bill pay and related documentation. Assist and guide staff in the interaction with vendors and clients as necessary when discrepancies arise.
  • Monitors that tasks are assigned and completed on a timely basis and reviews workflow by working directly with the staff and seniors.
  • Manages multiple assignments inside an engagement.
  • Communicates with Managing Director on work status and client issues that arise.
  • Leads small to medium sized engagements with finalized document and report requiring minimal change upon review.
  • Provide quality client service while maintaining the highest level of confidentiality.
  • Supervise, train and mentor staff.

Preferred Qualifications

  • Master’s degree preferred in Accounting, Taxation or related field.
  • Bachelor’s degree in Accounting or a related field.
  • 10+ years of relevant work and industry experience.
  • Strong attention to detail, organizational and communication skills.
  • Able to work independently and also work well with others.
  • Able to multi-task and prioritize deliverables to meet competing deadlines.
  • CPA License.
  • 5+ years’ of supervisory experience in related field.
  • Software Experience - Microsoft Office 365 and QuickBooks.

Minimum Qualifications

  • Bachelor’s degree required.
  • 8 years of experience in public accounting or related field.
  • 6 years of supervisory experience.
  • Must have active CPA or equivalent certification.
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
  • Proficient use of applicable technology.
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
  • Proven high level of business integrity, client service and leadership skills.
  • Must be able to travel based on client and business needs.

For more information about the position, please send an email to with "Tax Director PCS" in the Subject Line, or use the link to apply directly to the role.

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